Paralegal - Estates, Wills, Trusts, and Medicaid Blue Bell, PA · In Office **Members Only**, a boutique estate planning and elder law firm in Pennsylvania and New Jersey, is seeking a Full-Time Paralegal with experience in Estates, Guardianship, Medicaid, and...
Title: Experienced Estate & Elder Law Associate Attorney Experience: 3+ years practicing law in a law firm, 1+ years Estate Planning and Elder law experience preferred Location: Blue Bell, PA (hybrid, at least 3 days on site) Employment Type: Full-time...
Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal will play a crucial role in managing the estate planning practice at the law firm. This position requires a professional who is highly organized and client-focused, with a deep understanding of estate...
Title: Tax and Wealth Planning Paralegal Job Responsibilities: The Tax and Wealth Planning Paralegal is an integral part of the trusts and estates team at the law firm, contributing significantly to the varied, interesting, and meaningful work within the department. The responsibilities...
Title: Lead Analyst, Digital Data Governance & Compliance Job Responsibilities: The Lead Analyst, Digital Data Governance & Compliance is an integral part of the Information Services department at the law firm, tasked with driving and supporting firm-wide electronic governance initiatives. The primary...
high-volume probate practice. The key duties include: - Managing and maintaining legal case files using document management systems such as Lackner... and Clio, ensuring accuracy and confidentiality at all times. - Drafting, reviewing, proofreading, and editing legal documents including proba...
case files using document management systems such as Lackner... and Clio, ensuring accuracy and confidentiality at all times. - Draft, review, proofread, and edit legal documents including probate court filings and pleadings, correspondence, and reports with precision and clarity. - Conduct comprehensive...
Title: Lead Analyst, Digital Data Governance & Compliance Job Responsibilities: The Lead Analyst, Digital Data Governance & Compliance is a crucial member of the Information Services department at the law firm, responsible for driving and supporting electronic governance initiatives across the organization....
Description: Digital Marketing Specialist Jobtitle Digital Marketing Specialist Job Overview The Digital Marketing Specialist will implement activities that deliver digital communications through email campaigns, websites, and social media platforms. The primary responsibility is to generate regular digital outreach to achieve visibility goals consistent with...
Sr. Counsel - Fund Management Job Responsibilities: In the role of... Sr. Counsel - Fund Management, the successful candidate will... advisory businesses. The position involves providing highly specialized legal counsel to Senior Management for the company's SEC-registered... investment adviser, which is responsi...
Title: Legal Assistant - Personal Injury & Workers Compensation Defense Job Responsibilities: - Draft, proofread, and file legal documents, including pleadings, discovery, and correspondence. - Manage attorney calendars, court deadlines, and scheduling of depositions, hearings, and meetings. - Organize and...
Job Title: Investment Management Attorney Job Responsibilities: The Investment Management... Attorney will be engaged... in a variety of legal and regulatory matters to support the Funds and Hartford Funds’ other business lines. Key responsibilities include: - Supporting the Funds’ Boards of Directors/Trustees by...
"Signed" status within the allotted time. - Prepare, review, and proofread legal documents for accuracy and compliance. - Proactively contact clients and financial institutions to gather missing information such as asset statements, deeds, and questionnaires. -... Ensure the law firm meets weekly,...
Title: Legal Administrative Assistant Job Responsibilities: As a Full Time Legal Administrative Assistant at the law firm, you will play an integral role in supporting the estate planning practice. Your responsibilities will include: - Preparing, editing, and finalizing essential legal documents, utilizing both...
to "Signed" status. - Prepare, review, and proofread legal documents to maintain accuracy and compliance. - Proactively contact clients and financial institutions to gather necessary information, such as asset statements, deeds, and questionnaires.... - Ensure the law firm meets weekl...
"Retained" to "Signed." - Prepare, review, and proofread legal documents to maintain accuracy and compliance. - Proactively contact clients and financial institutions to gather necessary information such as asset statements, deeds, and questionnaires. -... Ensure the law firm meets its weekly, monthly, and...
from "Retained" to "Signed" status. - Prepare, review, and proofread legal documents to maintain accuracy and completeness. - Proactively contact clients and financial institutions to gather missing information, such as asset statements, deeds, and questionnaires. -... Ensure the law firm meets weekly, mo...
from "Retained" to "Signed." - Prepare, review, and proofread legal documents, ensuring accuracy and compliance with legal standards. - Proactively contact clients and financial institutions to gather necessary information, such as asset statements, deeds, and questionnaires. -... Ensure the law firm meets weekly,...
resolve any issues. - Maintain accurate and up-to-date procurement records, including contracts, purchase orders, and supplier information. - Coordinate and compile necessary materials and documentation for procurement review meetings. - Create spreadsheets, reports, and dashboards that track firm-level spend, asset, and resource data...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Title: Private Equity M&A (Asset Management) - Mid/Senior Associate Job... Demonstrate strong experience in asset management mergers and acquisitions... (M&A), with a particular focus on general partner (GP) stakes transactions. - Handle a broad range of corporate and transactional matters, including mergers...
Finance (Loan Servicing & Asset Management) Associate Job Responsibilities: The associate... the loan servicing and asset management team within the... and workouts. - Managing loan sales and other asset management matters. - Providing expertise... in CMBS, CRE CLOs, and other securitized products, if appli...
Local Income Tax - Asset Management Job Responsibilities: - Provide... services to partnerships for Asset Management clients. - Deliver... exceptional client service to multi-state companies with state and local tax issues, including compliance, advisory services, planning, technology, and controversies. - Assist...
& Local Tax - Asset Management Job Responsibilities: - Participate... in multi-state alternative investment firms, including hedge funds, fund of funds, private equity, and real estate, addressing state and local tax issues such as compliance, advising, planning, and controversies. - Engage in...
Manager, Tax - SALT Asset Management Job Responsibilities: - Participate in... multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax compliance. - Work as part of a multi-disciplinary team helping to provide subject matter/alternative...
Manager, Federal Tax - Asset Management Job Responsibilities: - Oversee client... portfolios of various sizes and scopes within the alternative investment fund industry, including private equity, real estate, and hedge funds. - Act as the first point of contact for internal and external...
Manager or Senior Manager, Asset Management - Federal Tax... for a variety of Asset Management clients. Work as... part of a multi-disciplinary team helping to provide industry knowledge and experiences. Oversee a portfolio of clients of varying size and scope...
Title: Trust & Estates Paralegal at **Members Only** Experience: - Minimum of 5 years of experience in PA and NJ estate administration - Experience with Lackner is helpful - Substantial PA estate administration experience required, NJ and NY experience is...
Midlevel Associate for Investment Management Practice Group Morgan... to join our investment management practice group. The ideal... candidate will have experience representing institutional investors in private funds, with a focus on private equity, private credit, real estate, and co-investment...
Title: EGVC Attorney (Professional Track) Job Responsibilities: The EGVC Attorney position at the law firm involves a variety of responsibilities centered around emerging growth companies and institutional investors. The attorney is expected to: - Support venture capital financings, M&A transactions, and manage day-to-day...
Job Title: Asset & Wealth Management Tax... Manager Job Responsibilities: - Supervise and develop team members to achieve exceptional deliverables. - Manage client service accounts and engagement workstreams. - Independently solve and analyze complex problems to develop top-quality deliverables. - Utilize the company's technical knowledge...
Title: Trust and Estate Administration Paralegal Job Responsibilities: The Trust and Estate Administration Paralegal provides essential legal support for multiple attorneys within the Trusts and Estates Practice Group at a law firm. This hybrid role requires in-office attendance three days per week...
Job Title: Asset & Wealth Management -... Renewable Energy Tax Senior Manager Job Responsibilities: As an Asset & Wealth Management -... Renewable Energy Tax Senior Manager at the company, the primary responsibilities include working as part of a team of problem solvers...
Asset and Wealth Management -... Renewable Energy Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...
Title:** Tax and Wealth Planning Paralegal **Job Responsibilities:** The Tax and Wealth Planning Paralegal at the law firm is responsible for a variety of tasks that support the trusts and estates team. The primary responsibilities include: - Managing calendars, particularly tax-related deadlines...
Title: Trust & Estate Planning Associate Job Responsibilities: The Trust & Estate Planning Associate will be part of the Taxation & Wealth Planning Department at a law firm. The primary responsibilities include: - Engaging in trusts and estate planning, administration, and taxation, specifically...
fiduciary income tax returns and death tax returns, ensuring compliance with filing requirements. - Serve as a liaison between attorneys, clients, financial advisors, and beneficiaries to ensure seamless communication and efficient, accurate case management. - Utilize strong knowledge... and exp...
Title: Legal Administrative Assistant Job Responsibilities: As a Legal Administrative Assistant within the private client services team, the candidate will be responsible for a variety of tasks aimed at supporting lawyers and facilitating the smooth operation of legal cases. Key responsibilities include: -...
Title: Business Tax Services - Family Office Advisory Services - Manager Job Responsibilities: The Manager in Family Office Advisory Services will play a crucial role in supporting the legacy of family offices by enhancing their financial, social, and human capital. Key responsibilities...
Title Director of Enterprise Applications, Collaboration Platforms and Application Development Job Responsibilities The Director of Enterprise Applications, Collaboration Platforms, and Application Development at the law firm is tasked with overseeing enterprise applications and platforms, application development, AI development, and workflow platforms. The Director's...
Title: Tax Director - Financial Services State and Local Tax (SALT) Job Responsibilities: The Tax Director at the company will be responsible for several critical tasks within the State & Local Tax team. Key responsibilities include: - Building and leading...
Title: Digital Marketing Specialist Job Responsibilities: The Digital Marketing Specialist is tasked with implementing activities that deliver digital communications through email campaigns, websites, and social media platforms. The role involves generating regular digital outreach to achieve visibility goals consistent with the brand...
finance transactions. This includes: - Handling loan origination work, which encompasses mezzanine loans and preferred equity. - Engaging in asset management and workout experience... to manage and resolve financial difficulties in real estate projects. - Running transactions on behalf of lenders from inc...
Title: Trusts And Estate Planning AttorneyJob Overview:A law firm located in Blue Bell, PA, is seeking a highly qualified Trusts and Estate Planning Attorney. The role focuses on providing comprehensive estate and tax planning services to high-net-worth individuals, including estate...